Planning

Showing 50 results of 1076

How Retirement Plans Are Divided in Divorce

Sep 29 2024

Here's what you need to know about QDROs (qualified domestic relations orders), which determine how assets in a soon-to-be ex-spouse's retirement plans or pension will be distributed....

kiplinger.com

Planning

Divorce

What is RetireMint? The Canadian online platform shows retirement planning isn’t just about finances

Sep 28 2024

Web platform RetireMint offers something most other sources of retirement planning information don’t: advice on the non-financial aspects of quitting work for good. The post What is RetireMint? ...

moneysense.ca

Planning

Retirement and unexpected changes

Sep 28 2024

The wife and I are wrapping up careers and plan to be completely retired by early November. While it’s a little intimidating, it’s also very exciting. It felt great last week when I starte...

reddit.com

459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance

Sep 27 2024

If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inher...

retirewithpurpose.com

Planning

Lifestyle

Estate

My Late-Life Transition and Plan to Delay Social Security

Sep 26 2024

After more than four decades of working – as a rookie reporter in Chicago, then Dallas and Boston, and finally 13-plus years writing this blog at Boston College – I have decided to dramati...

crr.bc.edu

Planning

3 Financial Moves To Make In Your 50s To Retire In Your 60s

Sep 25 2024

Retirement planning gets serious after age 50. To retire in your 60s, make these three money moves in your 50s....

forbes.com

Planning

Canada Pension Plan Fall Short of Indexed Benchmark

Sep 25 2024

Canadian experience highlights the challenge of beating low-fee passive investments. I’m a great fan of the Canada Pension Plan (CPP) and often cite it as a wonderful example of how to add equit...

crr.bc.edu

Pensions

Planning

CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships

Sep 25 2024

In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relations...

share.transistor.fm

Planning

Run The Numbers, Check Your Facts, Then Check Your Gut

Sep 23 2024

Learn to make smarter financial decisions with math-driven strategies. James Lange shows how Roth IRA conversions and tax planning can maximize wealth and reduce taxes....

forbes.com

Why You Might Not Want To Waive Alimony In Your Prenup

Sep 23 2024

Many couples begin discussing a prenuptial agreement by just wanting to protect their inheritance and end up caught in the intricacies of planning for a divorce....

forbes.com

Planning

Divorce

When It Comes To Retirement Planning . . . “How Do You Know?” Part II

Sep 20 2024

On this episode we continue our conversation on . . . When It Comes To Retirement Planning . . . “How Do You Know?” Glenn is available for in person and online meetings if you'd like to di...

retirementroadmappodcast.podbean.com

Planning

Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out

Sep 18 2024

Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After getting assurance from professionals, she too...

buzzsprout.com

Planning

Reflections on Parenting, One year Out

Sep 17 2024

Mike Tyson famously said, “everyone has a plan until they get punched in the mouth" (which makes sense because my son has punched me in the mouth more times than I can count). That’s how I...

millennial-revolution.com

Planning

Incomplete Beneficiary Designation Means Intended Heir Misses Out

Sep 16 2024

The logical beneficiary of a retirement plan can be denied benefits because of an incomplete or outdated beneficiary designation....

forbes.com

Planning

Getting Started on Estate Planning: Key Actions to Take

Sep 16 2024

Use this checklist to create an estate plan that reflects your goals and values....

kiplinger.com

Planning

Estate

What to Know Before You Apply: The Ultimate Checklist for Law School Admissions

Sep 16 2024

Applying to law school is a major life decision that requires careful planning and preparation. With so many steps involved in the process, from choosing the right school to securing financing, it&rsq...

thinksaveretire.com

Planning

How Kamala Harris’s Housing Plan Could Drastically Change Wealth Transfer

Sep 16 2024

In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. ...

sites.libsyn.com

Planning

Real Estate

Wealth

Four Key Elements of a Good Estate Plan

Sep 14 2024

An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals....

kiplinger.com

Planning

Estate

Want to Move to Italy? What to Consider Financially

Sep 13 2024

Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits....

kiplinger.com

Taxes

Accounts

Planning

Don’t Starve Your Retirement!

Sep 13 2024

Learn how to build a retirement plan so you can feel comfortable and confident using your resources, not scared to spend them....

forbes.com

Planning

How To

When It Comes To Retirement Planning . . . “How Do You Know?” Part I

Sep 13 2024

Were you one of those kids that used to always ask “How do you know?”. It can be a very useful question! This episode starts a two part series of asking “How Do You Know?” when...

retirementroadmappodcast.podbean.com

Planning

Saving to Be a 401(k) Millionaire? Plan for Taxes Now

Sep 11 2024

Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves....

kiplinger.com

Considering a 721 Exchange? Adopt a Buyer Beware Mindset

Sep 11 2024

Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider....

kiplinger.com

What Is a Solo 401(k) Plan?

Sep 11 2024

Self-employed Americans have a path forward to a solid retirement by investing in a solo 401(k) plan....

money.usnews.com

Planning

CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization

Sep 11 2024

This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the jour...

share.transistor.fm

Planning

2024 Year End Estate Planning: Are You Ready?

Sep 10 2024

You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...

forbes.com

Planning

Estate

The Financial Benefits and Drawbacks of Working During Retirement, Ep #224

Sep 10 2024

Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working while claimi...

financialsymmetry.libsyn.com

Planning

Social Security

Income

Nationwide and Peyton Manning Spotlight Financial Services in Latest Campaign

Sep 10 2024

The new ad campaign centers Nationwide's financial and retirement planning services...

401kspecialistmag.com

Planning

U.S. Needs ‘Hybrid’ Retirement Plan System: Report

Sep 10 2024

TIAA Institute researchers say system needs to incorporate best features from DC and DB…...

401kspecialistmag.com

Planning

EBSA Updates Cybersecurity Guidance for Plan Sponsors and Fiduciaries

Sep 10 2024

New Compliance Assistance Release confirms agency’s 2021 guidance applies to all…...

401kspecialistmag.com

Planning

Six Target-Date Funds to Buy For Your Retirement

Sep 07 2024

These six target-date funds are good set-it-and-forget-it options that are a staple of retirement plans....

kiplinger.com

Planning

Make Longevity Risk Part of Your Retirement Plan

Sep 07 2024

Here some ways to mitigate longevity risk into your existing retirement plans....

kiplinger.com

Planning

Risks

Volatility Is Back on the Menu

Sep 07 2024

Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....

andrenader.substack.com

Planning

How To

How Kids and Grandkids Influence Retirement Planning

Sep 07 2024

Many people value family and family relationships more than anything. So on this episode, we discuss a number of ways that kids and grandkids can end up influencing retirement plans. Glenn is availabl...

retirementroadmappodcast.podbean.com

Planning

Children

IRS Seeks Comment On A New Savings Plan For Retirement Funded By The Treasury

Sep 06 2024

The super-charged saver’s match builds on the existing saver’s credit as an opportunity to improve the long-term financial security of low- to moderate-income Americans....

forbes.com

Planning

Savings

Think You’re Ready to Retire? Take the Ultimate Retirement Planning Quiz!

Sep 02 2024

Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got…...

bossretirement.com

Planning

The Three Biggest Retirement Planning Gaps I See Among DIYers

Aug 30 2024

Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money....

kiplinger.com

Planning

Areas to also consider when planning for retirement - dental and pets

Aug 30 2024

I am coming up on a year of retirement at 62. We did all the planning ahead of time to make sure we had enough SS income and retirement savings. All good. Dental - If I could go back to my last year b...

reddit.com

Planning

About Planning

Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.

Here are some steps you can take to start planning for retirement:

Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.

Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.

Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.

Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.

It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.

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About Planning